Market Valuations

Market valuation assessments to determine what fair market value actually is operating businesses

We answer your important questions:

How much is my business worth?

Valuation can be more art than science, and this certainly rings true in the lower middle market.

We perform our own due diligence, financial modeling, comparable transaction analysis, and have many, many conversations with real industry buyers to determine fair market value.

Do you need a certified business valuation?

In many cases, probably not. Certified valuations are paid appraisals performed by a licensed business valuation professional.

Why Trailhead?

Partnership buyouts or option grants
Divorce or partnership disputes
Legal or insurance requirements
Capital raises and private placements
Tax requirements

When would you want an assessment of market value?

We couldn't market and sell a business effectively if we didn't know the value. What we offer is a little different than a certified valuation, as we take the time to talk with actual industry buyers to determine the true market value.

When do you want an assessment of market value?

Considering selling all or a portion of the the business
Seeking equity raise
Interested to know who the right buyer would be
Retirement and financial planning

Delivering Tailored Valuations

Our expertise goes beyond the spreadsheet

Owners of private companies turn to us early on when considering an acquisition to answer an important question: how much is my company worth? Our independence allows us to provide conflict-free advice that is focused solely on getting to to the truth and aligned with the business owner's best interests.

Experience is paramount when producing accurate valuations for small businesses, and we believe time spent talking with actual strategic acquirers in each industry is just as important as poring over spreadsheets and financial data - we take our time on both. Most valuation assessments follow the following process:

Intro call with business owner to assess needs and get a general feel for the business
NDA signing and data request: typically monthly P&L, balance sheet, and other support documents
Follow-up questions and request: we'll always want to sharpen our pencils after reviewing financials
Comparable transaction analysis
Industry trends
Buyout structure and investor strategies^*
Strategic buyer conversations^*

* Buyout structure, investor strategies, and strategic buyer conversations are often overlooked but critical for the business owner to understand the true market value of the business. Financial models are required, but what good is a financial model if we can't answer the questions who will by the business and exactly how will they pay for it?

Selling your business with Trailhead

Prepare Financials

Selling begins with an analysis and valuation of your business.

We dig into your financials and perform our own due diligence, getting ahead of potential buyer objections before marketing the transaction.

Market the Transaction

Find a Buyer

Support Due Diligence

LOWER MIDDLE MARKET

Too large for brokers, too small for investment banks

We focus on profitable, privately businesses in the lower middle market.

TRUSTED BUYERS

Growing buyer list

When not working with sellers, we're growing our buyer list. Most buyers we work with are operators themselves who intend to run the business for the long-term.

EXIT TRANSACTIONS

We sell businesses

We exclusively serve owners who wish to sell their business.

Full time and fully committed

We have deep financial experience and are fully engaged with you from analysis, to negotiation, to purchase agreement drafting, to closing.

Sell with Trailhead